Fortitude Family Office’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Fortitude Family Office’s Portfolio PEY Stock Details PEY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.2K	Sell	397 -1,003	-72%	-$22.4K	﹤0.01%	809
2026 Q1	$30K	Hold	1,400	–	–	0.01%	329
2025 Q4	$28.5K	Hold	1,400	–	–	0.01%	327
2025 Q3	$29.5K	Hold	1,400	–	–	0.01%	329
2025 Q2	$28.6K	Hold	1,400	–	–	0.01%	324
2025 Q1	$30.1K	Hold	1,400	–	–	0.01%	317
2024 Q4	$29.8K	Hold	1,400	–	–	0.01%	366
2024 Q3	$30.7K	Buy	+1,400	New	+$29.5K	0.01%	322

Other funds holding PEY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Fortitude Family Office's PEY Position: Q2 2026 in Review

Fortitude Family Office reduced its Invesco High Yield Equity Dividend Achievers ETF (PEY) stake by 72% in Q2 2026, selling an estimated $22.4K and leaving 397 shares worth $9.2K. The position accounts for ﹤0.01% of the portfolio, ranked #809.

Fortitude Family Office first reported a position in PEY in Q3 2024 and has held it in 8 quarters since. The position peaked at $30.7K in Q3 2024. 187 funds tracked by Wall St. Rank hold PEY as of Q2 2026.

Fortitude Family Office held 397 shares of Invesco High Yield Equity Dividend Achievers ETF worth $9.2K as of Q2 2026.
Fortitude Family Office sold 1,003 Invesco High Yield Equity Dividend Achievers ETF shares in Q2 2026, an estimated $22.4K.
Invesco High Yield Equity Dividend Achievers ETF made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #809 holding.
Fortitude Family Office first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q3 2024 and has held it in 8 quarters since.
Fortitude Family Office's Invesco High Yield Equity Dividend Achievers ETF position peaked at $30.7K in Q3 2024.
187 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.